How to link imported invoices to sales orders using Transaction Pro Importer for QuickBooks

Did you know that with Transaction Pro Importer for QuickBooks if you supply a sales order number on your invoice imports Transaction Pro will update the sales order for the item that were invoice? Please read the article below on how to access this advanced feature.

Structure of your Import File

Your import file should contain a column that contain the sales order number

The items on your invoice need to appear in the same order as the exist on the sales order

On this new shortcut right mouse click the shortcut and select properties

Add the following to the end of the value in the target field -INVOICESO=1 (for TPI 5.0 it is now /INVOICESO=1)

When you launch this new shortcut you will see a new import type, Invoice Link Sales Order that you will select to use this feature.

When you get to the Transaction Pro mapping screen you will see a new QuickBooks field added called, SO RefNumber, and this is where you will map the column to that contains the sales order number in it.

If you want to try this feature out you can download a free demo of Transaction Pro Importer 4.o for QuickBooks here.

If you would like to see a blog post on any of the advanced features (Command Line Parameters) please let us know.

Comments

I am having a problem using this to link sales orders to invoices. I have sales orders with multiple lines and I am trying to invoice these items into one invoice but Transaction Pro Importer is only take the first entry and give me an error message “Invoices Quickbooks: The "LinkToTxn " field has an invalid value " TxnID=80FB-1304090189, TxnLineID=80FD-1304090189"” I have many invoices to link to sales order. Does it have to do with Quickbooks not being able to recognise multiple sales orders on one invoice?

Are the items on your invoices in your import file in the same exact order as they are on the sales order in QuickBooks?

For instance if you have 8 lines on your sales order and invoice number 1 has sales order lines 2, 4 and 7 on it and invoice number 2 has sales order lines 1, 3 and 8 on it the import will work fine.

However if invoice number 1 has sales order lines 2, 4 and 7 on it and invoice number 2 has sales orders 1, 8 and 3 on it this import will not work as invoice number 2’s line orders are out of sequence.

After review of user files it was determined that the same item is being used multiple times on the same sales order. As Transaction Pro uses the item to match the invoice to the same item cannot be used on multiple lines of the sales order if you want to use this feature.

I’m having a difficult time trying to import Invoices linking to the sales order, because TPI is grabbing the price from the item list versus looking at the price column, when in reality I enter different prices per costumer, is it possible to tell TPI to only look at the price column from the import? Thanks You

As long as you are mapping a column from your import file to the QuickBooks field, Price, Transaction Pro will use the values that are in that import file column and not what is on your item list in QuickBooks. You should review your mapping.

Upload in a single zip file a screen shot of the sales order in QBs, a one line invoice import file that links to this sale order, map file and settings.txt file from documents\01 Transaction Pro Importer 4.0 directory.

I´m traying to add the /INVOICESO=1 to the path of my TPI 5.0 server edition, but Its show an error msn, “problem with the short cut”, the name “C:\Program Files (x86)1 Transaction Pro Importer 5.0 Server\Transaction Pro Importer 5.0 Server Edition.exe”/INVOICESO=1 specified specified in the target box is not valid. Make sure the path and file name are correct”
Can you help me with this?

You have some typos in your shortcut. You omitted the before the 1 for 01 Transaction Pro. You also need a space between the closing quote and the /. Below is the correct command line that you should be using:

Thanks for the answer! I`ve made the changes and I have the same error window. The “Start in” field is like this: “C:\Program Files (x86)1 Transaction Pro Importer 5.0 Server”. I tried to change this too, but doesn´t work.

I am able to import invoices and tie it back to the sales orders. However, the price that flows through on the invoice is different than the sales order price. The file I am using to import the invoices does not contain a price. So, I just want the sales order price to reflect on the invoice price so the invoice and the sales order amounts match. How can I accomplish this? Thanks!